Medium-High Risk
equity · 152 assets · $25.34T combined
Market overview
+16893% since 1973-02 · 152 assets, equal-weighted
DCA Backtest
- Invested
- $64,300
- Value today
- $3,119,957
- Return
- +4752.2%
- Months invested
- 643
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be $161,137 today, so the real (inflation-adjusted) return is +1836.2%.
Lump sum instead — $64,300 all at once in Feb 1973: $10,926,599 (+16893.2%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (May 2026): $409.77 on $400 invested (+2.4%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
152 assets — showing first 100, search to narrow. Select up to 4 to compare.
- Medium-High Risk(2.6/5)80% ratedNvidia NVDAequity · information technology, semiconductors
- Medium-High Risk(2.3/5)80% ratedAmazon AMZNequity · consumer discretionary, broadline retail
- Medium-High Risk(2.7/5)60% ratedBroadcom AVGOequity · information technology, semiconductors
- Medium-High Risk(2.5/5)80% ratedLilly (Eli) LLYequity · health care, pharmaceuticals
- Medium-High Risk(2.7/5)80% ratedMicron Technology MUequity · information technology, semiconductors
- Medium-High Risk(2.5/5)60% ratedJPMorgan Chase JPMequity · financials, diversified banks
- Medium-High Risk(2.8/5)80% ratedAdvanced Micro Devices AMDequity · information technology, semiconductors
- Medium-High Risk(2.5/5)80% ratedJohnson & Johnson JNJequity · health care, pharmaceuticals
- Medium-High Risk(2.4/5)80% ratedOracle Corporation ORCLequity · information technology, application software
- Medium-High Risk(2.5/5)80% ratedUnitedHealth Group UNHequity · health care, managed health care
- Medium-High Risk(2.6/5)80% ratedMorgan Stanley MSequity · financials, investment banking & brokerage
- Medium-High Risk(2.3/5)80% ratedPalo Alto Networks PANWequity · information technology, systems software
- Medium-High Risk(2.5/5)80% ratedNetflix NFLXequity · communication services, movies & entertainment
- Medium-High Risk(2.3/5)60% ratedPhilip Morris International PMequity · consumer staples, tobacco
- Medium-High Risk(2.3/5)80% ratedGE Vernova GEVequity · industrials, heavy electrical equipment
- Medium-High Risk(2.3/5)80% ratedTexas Instruments TXNequity · information technology, semiconductors
- Medium-High Risk(2.5/5)80% ratedCitigroup Cequity · financials, diversified banks
- Medium-High Risk(2.3/5)80% ratedCrowdStrike CRWDequity · information technology, systems software
- Medium-High Risk(2.3/5)80% ratedThermo Fisher Scientific TMOequity · health care, life sciences tools & services
- Medium-High Risk(2.6/5)80% ratedAmphenol APHequity · information technology, electronic components
- Medium-High Risk(2.5/5)80% ratedSandisk SNDKequity · information technology, technology hardware, storage & peripherals
- Medium-High Risk(2.5/5)60% ratedVerizon VZequity · communication services, integrated telecommunication services
- Medium-High Risk(2.5/5)80% ratedAbbott Laboratories ABTequity · health care, health care equipment
- Medium-High Risk(2.4/5)80% ratedCharles Schwab Corporation SCHWequity · financials, investment banking & brokerage
- Medium-High Risk(2.4/5)80% ratedAnalog Devices ADIequity · information technology, semiconductors
- Medium-High Risk(2.4/5)80% ratedWalt Disney Company (The) DISequity · communication services, movies & entertainment
- Medium-High Risk(2.5/5)80% ratedQualcomm QCOMequity · information technology, semiconductors
- Medium-High Risk(2.6/5)80% ratedWestern Digital WDCequity · information technology, technology hardware, storage & peripherals
- Medium-High Risk(2.6/5)80% ratedUber UBERequity · industrials, passenger ground transportation
- Medium-High Risk(2.5/5)80% ratedLockheed Martin LMTequity · industrials, aerospace & defense
- Medium-High Risk(2.7/5)80% ratedCapital One COFequity · financials, consumer finance
- Medium-High Risk(2.3/5)80% ratedNewmont NEMequity · materials, gold
- Medium-High Risk(2.5/5)80% ratedStarbucks SBUXequity · consumer discretionary, restaurants
- Medium-High Risk(2.4/5)80% ratedCVS Health CVSequity · health care, health care services
- Medium-High Risk(2.3/5)80% ratedS&P Global SPGIequity · financials, financial exchanges & data
- Medium-High Risk(2.7/5)60% ratedAltria MOequity · consumer staples, tobacco
- Medium-High Risk(2.3/5)80% ratedAdobe Inc. ADBEequity · information technology, application software
- Medium-High Risk(2.4/5)65% ratedFreeport-McMoRan FCXequity · materials, copper
- Medium-High Risk(2.5/5)80% ratedConstellation Energy CEGequity · utilities, electric utilities
- Medium-High Risk(2.6/5)80% ratedDuke Energy DUKequity · utilities, electric utilities
- Medium-High Risk(2.3/5)60% ratedMarriott International MARequity · consumer discretionary, hotels, resorts & cruise lines
- Medium-High Risk(2.6/5)80% ratedEmerson Electric EMRequity · industrials, electrical components & equipment
- Medium-High Risk(2.5/5)80% ratedWaste Management WMequity · industrials, environmental & facilities services
- Medium-High Risk(2.7/5)80% ratedCummins CMIequity · industrials, construction machinery & heavy transportation equipment
- Medium-High Risk(2.5/5)80% ratedSherwin-Williams SHWequity · materials, specialty chemicals
- Medium-High Risk(2.5/5)80% ratedLumentum LITEequity · information technology, communications equipment
- Medium-High Risk(2.7/5)80% ratedNorthrop Grumman NOCequity · industrials, aerospace & defense
- Medium-High Risk(2.3/5)80% ratedMondelez International MDLZequity · consumer staples, packaged foods & meats
- Medium-High Risk(2.5/5)80% ratedSynopsys SNPSequity · information technology, application software
- Medium-High Risk(2.6/5)80% ratedSchlumberger SLBequity · energy, oil & gas equipment & services
- Medium-High Risk(2.3/5)80% ratedEcolab ECLequity · materials, specialty chemicals
- Medium-High Risk(2.6/5)80% ratedMotorola Solutions MSIequity · information technology, communications equipment
- Medium-High Risk(2.4/5)60% ratedTravelers Companies (The) TRVequity · financials, property & casualty insurance
- Medium-High Risk(2.3/5)60% ratedGeneral Motors GMequity · consumer discretionary, automobile manufacturers
- Medium-High Risk(2.4/5)80% ratedNorfolk Southern NSCequity · industrials, rail transportation
- Medium-High Risk(2.3/5)80% ratedBoston Scientific BSXequity · health care, health care equipment
- Medium-High Risk(2.7/5)80% ratedUnited Rentals URIequity · industrials, trading companies & distributors
- Medium-High Risk(2.5/5)80% ratedCoherent Corp. COHRequity · information technology, electronic components
- Medium-High Risk(2.7/5)60% ratedAir Products APDequity · materials, industrial gases
- Medium-High Risk(2.4/5)80% ratedArthur J. Gallagher & Co. AJGequity · financials, insurance brokers
- Medium-High Risk(2.5/5)80% ratedAllstate ALLequity · financials, property & casualty insurance
- Medium-High Risk(2.5/5)80% ratedTruist Financial TFCequity · financials, diversified banks
- Medium-High Risk(2.7/5)65% ratedBaker Hughes BKRequity · energy, oil & gas equipment & services
- Medium-High Risk(2.6/5)80% ratedMetLife METequity · financials, life & health insurance
- Medium-High Risk(2.3/5)80% ratedComfort Systems USA FIXequity · industrials, construction & engineering
- Medium-High Risk(2.4/5)80% ratedKeysight Technologies KEYSequity · information technology, electronic equipment & instruments
- Medium-High Risk(2.7/5)80% ratedCencora CORequity · health care, health care distributors
- Medium-High Risk(2.4/5)80% ratedDominion Energy Dequity · utilities, multi-utilities
- Medium-High Risk(2.3/5)80% ratedOneok OKEequity · energy, oil & gas storage & transportation
- Medium-High Risk(2.7/5)80% ratedCardinal Health CAHequity · health care, health care distributors
- Medium-High Risk(2.4/5)80% ratedEdwards Lifesciences EWequity · health care, health care equipment
- Medium-High Risk(2.4/5)80% ratedNasdaq, Inc. NDAQequity · financials, financial exchanges & data
- Medium-High Risk(2.3/5)80% ratedFifth Third Bancorp FITBequity · financials, regional banks
- Medium-High Risk(2.4/5)80% ratedPayPal PYPLequity · financials, transaction & payment processing services
- Medium-High Risk(2.5/5)80% ratedRockwell Automation ROKequity · industrials, electrical components & equipment
- Medium-High Risk(2.3/5)80% ratedPG&E Corporation PCGequity · utilities, multi-utilities
- Medium-High Risk(2.3/5)65% ratedExelon EXCequity · utilities, electric utilities
- Medium-High Risk(2.5/5)80% ratedFlex Ltd. FLEXequity · information technology, electronic manufacturing services
- Medium-High Risk(2.5/5)80% ratedVentas VTRequity · real estate, health care reits
- Medium-High Risk(2.5/5)80% ratedeBay Inc. EBAYequity · consumer discretionary, broadline retail
- Medium-High Risk(2.6/5)80% ratedUnited Airlines Holdings UALequity · industrials, passenger airlines
- Medium-High Risk(2.4/5)80% ratedSysco SYYequity · consumer staples, food distributors
- Medium-High Risk(2.7/5)80% ratedKeurig Dr Pepper KDPequity · consumer staples, soft drinks & non-alcoholic beverages
- Medium-High Risk(2.5/5)80% ratedIQVIA IQVequity · health care, life sciences tools & services
- Medium-High Risk(2.5/5)80% ratedPublic Service Enterprise Group PEGequity · utilities, electric utilities
- Medium-High Risk(2.6/5)80% ratedKenvue KVUEequity · consumer staples, personal care products
- Medium-High Risk(2.5/5)80% ratedKimberly-Clark KMBequity · consumer staples, household products
- Medium-High Risk(2.4/5)60% ratedRaymond James Financial RJFequity · financials, investment banking & brokerage
- Medium-High Risk(2.4/5)80% ratedDexcom DXCMequity · health care, health care equipment
- Medium-High Risk(2.6/5)80% ratedEQT Corporation EQTequity · energy, oil & gas exploration & production
- Medium-High Risk(2.3/5)80% ratedIngersoll Rand IRequity · industrials, industrial machinery & supplies & components
- Medium-High Risk(2.5/5)80% ratedMartin Marietta Materials MLMequity · materials, construction materials
- Medium-High Risk(2.3/5)80% ratedGE HealthCare GEHCequity · health care, health care equipment
- Medium-High Risk(2.5/5)80% ratedWillis Towers Watson WTWequity · financials, insurance brokers
- Medium-High Risk(2.3/5)80% ratedCitizens Financial Group CFGequity · financials, regional banks
- Medium-High Risk(2.4/5)60% ratedExtra Space Storage EXRequity · real estate, self-storage reits
- Medium-High Risk(2.5/5)80% ratedZoetis ZTSequity · health care, pharmaceuticals
- Medium-High Risk(2.6/5)80% ratedLas Vegas Sands LVSequity · consumer discretionary, casinos & gaming
- Medium-High Risk(2.3/5)60% ratedWilliams-Sonoma, Inc. WSMequity · consumer discretionary, homefurnishing retail
- Medium-High Risk(2.5/5)80% ratedDover Corporation DOVequity · industrials, industrial machinery & supplies & components